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The Journal Volume 4:
Resilience in an age of uncertainty

The Journal is the Investment Institute’s flagship annual publication. It features contributions from Investec Asset Management’s investment specialists as well as highly regarded academics and external practitioners. In our fourth Journal, we explore how to generate resilient, long-term returns in an age of uncertainty: the current low-growth, low-yield and increasingly complex investment environment.

In The Investor’s View, we talk to executives of some of the world’s leading asset owners. They discuss their approach to long-term investing, where they see new opportunities and how they are facing up to the challenges of the current macroeconomic environment.

Chapter 3, January 2016

Chapter 3 is our final instalment of Journal 4. Notwithstanding the significant disruptions taking place in our immediate political and investment landscape; we discuss the importance, now more than ever, of adopting a long-term mind set for both investment and sustainability practices.

Chapter 2, October 2016

In chapter 2 of our fourth annual Journal, we continue to explore the theme of “building resilience” in the face of a low-growth, low return world. Our contributors weigh in on changing economic, regional and industry trends as well as the increasing focus on incorporating long termism and sustainability into mainstream investment practices.

Roger Urwin, Global Head of Investment Content & Investment Consultant at Willis Towers Watson and Ben Caldecott, Director of the Sustainable Finance Programme, University of Oxford’s Smith School of Enterprise and the Environment